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Job verified 10 hours ago

Financial Adviser required to service Client portfolio

Astral Recruitment·Wolverhampton (West Midlands (Region))Hybrid
£45 000 – £55 000 / year
Vox Summary
  • Role Focus: Managing a client portfolio and providing ongoing servicing, including annual reviews and updates on investment and pension performance.
  • Key Requirements: Experienced, qualified Financial Adviser with the ability to maintain exceptional customer service and industry knowledge.
  • Conditions/Benefits: Base salary circa £45-50,000, full admin and paraplanning support, hybrid working options, bonuses and benefits.
Apply on sourceYou are leaving VoxJobs for reed.co.uk — the application is handled directly by the company. reed.co.uk

Job description

Our client is a successful and well established Financial Planning business in Wolverhampton and they are currently looking for an experienced qualified Financial Adviser to join the team Thsi role is managing a lovely portfolio of clients and offering ongoing servicing to the portfolio The role will be to maintain exceptional customer service and update your clients to any changes within the industry You will offer annual reviews to ensure clients are kept up to date with the perforamnce of their investments and pension portfolios • Base circa £45-50000 • Full admin and Paraplanning support • Hybrid working options • Bonuses and benefits package For more details call Jason at Astral

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Original source
reed.co.uk
Posted
Mar 31, 2026 · true date
Last verified
10 hours ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

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